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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$43.1M
3
+$25.1M
4
DVY icon
iShares Select Dividend ETF
DVY
+$7.45M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.72M

Top Sells

1
+$197M
2
+$55.2M
3
+$37.3M
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$16.2M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$7.86M

Sector Composition

1 Healthcare 9.41%
2 Technology 8.81%
3 Financials 5.81%
4 Industrials 5.42%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-3,333
1052
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-6,365
1053
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-11,945
1054
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-3,195
1055
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-43,244
1056
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-21,626
1057
– –
-10,497
1058
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-6,506
1059
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-1,995
1060
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-3,669
1061
– –
-21,041
1062
– –
-18,819
1063
– –
-32,294
1064
– –
-6,375
1065
– –
-1,792
1066
– –
-182,822
1067
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-10,098
1068
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-6,113
1069
– –
-9,376
1070
– –
-150,791
1071
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-3,632
1072
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-30,404
1073
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-27,896
1074
– –
-26,569
1075
– –
-18,820
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